Institutional Manager · CIK 0000938592
MOODY LYNN & LIEBERSON, LLC
BOSTON, MA · File #028-04788
Latest AUM
$1.89B
Positions
265
Top-10 Concentration
52.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025265 pos · $1.89B
- 13F HOLDINGS REPORTQ/E Sep 2025259 pos · $1.86B
- 13F HOLDINGS REPORTQ/E Jun 2025258 pos · $1.73B
- 13F HOLDINGS REPORTQ/E Mar 2025244 pos · $1.56B
- 13F HOLDINGS REPORTQ/E Dec 2024246 pos · $1.63B
- 13F HOLDINGS REPORTQ/E Sep 2024255 pos · $1.62B
- 13F HOLDINGS REPORTQ/E Jun 2024235 pos · $1.53B
- 13F HOLDINGS REPORTQ/E Mar 2024236 pos · $1.49B
- 13F HOLDINGS REPORTQ/E Dec 2023206 pos · $1.17B
- 13F HOLDINGS REPORTQ/E Sep 2023222 pos · $1.24B
- 13F HOLDINGS REPORTQ/E Jun 2023215 pos · $1.09B
- 13F HOLDINGS REPORTQ/E Mar 2023215 pos · $1.09B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC CAP STOCK CL A | GOOG | 401,051 | $125.5M | 7.59% |
| 2 | NVIDIA CORPORATION | NVDA | 648,177 | $120.9M | 7.31% |
| 3 | BROADCOM INC | AVGO | 328,303 | $113.6M | 6.87% |
| 4 | MICROSOFT CORP | MSFT | 193,921 | $93.8M | 5.67% |
| 5 | LILLY ELI & CO | LLY | 83,620 | $89.9M | 5.43% |
| 6 | APPLE INC | AAPL | 279,130 | $75.9M | 4.59% |
| 7 | SPDR GOLD SHARES | GLD | 185,912 | $73.7M | 4.45% |
| 8 | JPMORGAN CHASE & CO | VYLD | 209,482 | $67.5M | 4.08% |
| 9 | AMAZON.COM INC | AMZN | 242,736 | $56.0M | 3.39% |
| 10 | BERKSHIRE HATHAWAY INC CL B NE | BRK-A | 97,792 | $49.2M | 2.97% |
| 11 | MORGAN STANLEY | MS-PQ | 262,305 | $46.6M | 2.82% |
| 12 | MASTERCARD INCORPORATED CL A | MA | 79,681 | $45.5M | 2.75% |
| 13 | ABBVIE INC | ABBV | 192,463 | $44.0M | 2.66% |
| 14 | BLACKSTONE INC | BX | 278,652 | $43.0M | 2.60% |
| 15 | WASTE MANAGEMENT INC DEL | 94106L109 | 186,197 | $40.9M | 2.47% |
| 16 | ABBOTT LABORATORIES | ABLZF | 269,769 | $33.8M | 2.04% |
| 17 | NETFLIX INC | NFLX | 346,666 | $32.5M | 1.97% |
| 18 | STRYKER CORPORATION | SYK | 83,991 | $29.5M | 1.78% |
| 19 | LINDE PLC | LIN | 66,287 | $28.3M | 1.71% |
| 20 | EATON CORP PLC | ETN | 81,108 | $25.8M | 1.56% |